OUR SERVICE PROMISE:

• We want to ensure that you have easy access to advice, that we are easy to work with, and that you enjoy the experience of dealing with us at all times, via all channels.
• We are here to listen to your feedback, ideas, questions or concerns. Our communications will be clear, concise and jargon free.
• We aim to answer your calls promptly, or when you leave a message, come back to you within 1 working day.
• Have office support to answer any of your questions or to help with your enquiries.
• As a minimum annual reviews meetings will be conducted at a time and place to suit you.
• Face to Face meetings will be held at our office in Long Stratton/your home/workplace or Zoom based meetings online.
• Regular financial communications will be tailored to you and relevant to your interests.
• We will always aim to resolve all queries immediately but where this is not possible, we will agree with you on an acceptable timescale, keeping you regularly updated in the meantime.
• We will always keep your data secure and confidential.